Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SFGP
Stonebridge Financial Group (Pennsylvania)’s
VanEck Merk Gold Trust
OUNZ
Stock Holding History
Stonebridge Financial Group (Pennsylvania)’s Portfolio
OUNZ Stock Details
OUNZ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-1,639
Closed
-$49.4K
–
712
2025
Q1
$49.4K
Hold
1,639
–
–
0.01%
385
2024
Q4
$41.5K
Buy
+1,639
New
+$42.1K
﹤0.01%
414
Other funds holding OUNZ
MCM
Morton Capital Management
Calabasas, California
$672M AUM
25.22%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
1-Year Est. Return
P
Pitcairn
Conshohocken, Pennsylvania
$1.27B AUM
23.64%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Wealth Enhancement Advisory Services
Plymouth, Minnesota
$59.8B AUM
29.42%
1-Year Est. Return
QC
Quadrature Capital
London, United Kingdom
$8.4B AUM
63.34%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close